Finance ยท CONNECTIONRead bank accounts, balances, transactions and investments, and manage BankSync feeds, tables, dashboards and automations.
Explore 134 workflow actions for BankSync, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Register the active revision's triggers: schedules fire, BankSync events and table changes start runs, webhooks answer.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sum, count, average, min or max a field, optionally grouped by up to three fields and filtered.
A repeated request may repeat the external action. Review the previous result before retrying a write.
One change to the folders automations sit in, named by action: createFolder, updateFolder (a name, an icon, or both), move (an automation or folder to a place among its.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancel a run that has not finished.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancels a created or in-progress job: terminates the workflow, releases the feed lock so the next sync can start, and marks the job cancelled.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Close a case the key's user raised.
A repeated request may repeat the external action. Review the previous result before retrying a write.
The body IS the value: the ordered set of live assets is what the cell holds.
A repeated request may repeat the external action. Review the previous result before retrying a write.
A new draft from this one's draft: no revision, no bindings, no config values.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create an automation from a flagbase.automation/1 definition, or blank with a "Run by hand" trigger.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a folder, at the end of the top level or at the place you give.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create an enrichment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a feed.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Open a case with BankSync support about this workspace, as the key's user.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a table.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add one field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Link this table to another.
A repeated request may repeat the external action. Review the previous result before retrying a write.
A message is not a cell: it changes no value and lands in the row's history as a message event.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Save an arrangement of the table: its query (filter, sort, group), field layout, footer calculations, row colours and layout.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Stop the automation's triggers.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send an automation to trash.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a bank connection.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Move a folder or an item to trash; a folder's contents move up to its parent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Moves the enrichment to trash: feeds stop applying it at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Moves the feed to trash: it stops syncing, is no longer listed or returned (404), and frees its place in the plan's feed limit.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Moves the integration to trash: it is disabled and every feed sending to it pauses until it is restored (a feed you paused stays paused).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Moves the table to trash.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes the file from its cell, the attachment index and object storage together, so a row never shows a file whose bytes are gone.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Tombstone a field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes the message from the thread; restore brings it back within the trash window.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Moves rows to the table's trash.
A repeated request may repeat the external action. Review the previous result before retrying a write.
A table keeps at least one shared view: deleting the last one is a 409 VIEW_LAST_SHARED.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Up to 50 node types at once: ports, parameters as JSON Schema, effect and safety properties, or null for a type the catalogue does not have.
Dry-runs the published revision (publish first; its grant need not be approved).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change the draft by commands - add, update, rename, move and remove nodes and edges, settings and declarations - under the draftVersion you read.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change the wording of a message the calling credential wrote, within 30 minutes of posting.
A repeated request may repeat the external action. Review the previous result before retrying a write.
A portable file of the draft (or, with revision, a published revision) and its layout, with each node's fixture by ref: no ids of this workspace, no config values, no secrets.
Responses may be served from a cache up to 6 hours old: X-BankSync-Cache says hit, miss or bypass, and Age is the cached answer's age in seconds.
The automation's draft, its findings, its status, its active revision and its canvas layout.
Who may decide the approval, how many must, and the decisions so far.
The grant and what its approver is shown: every node as its type describes it, what changed since the previous grant, and whether bindings, config or node types moved since.
One published revision with its definition: what a run of it ran, after the draft has moved on.
The run's status and trigger, and each node's status, ref, attempts and error type; or a start still waiting in the admission queue, by the id its 202 answered.
What the run produced: the value of the definition's outputs.value (null when it declares none).
One template, with the draft definition it makes at the node versions served now (null when this workspace cannot use it).
Returns the bank aggregator's most recent balance snapshot for the account.
Get a bank connection.
One bank and every way to connect it, including which we recommend, how much history stands behind that recommendation, and any way we cannot offer here - kept visible with its.
What depends on a folder or an item, read before it goes to trash so a confirmation can name it.
One dashboard by id or slug, with its layout, widgets and filters.
Get an enrichment.
Get a feed.
Get a job.
Responses may be served from a cache up to 6 hours old: X-BankSync-Cache says hit, miss or bypass, and Age is the cached answer's age in seconds.
One case and its messages, newest last.
The table and its ordered live fields.
One row, projected exactly as the listing projects it: properties keyed by field key, each value saying what it means, computed cells carrying stale/error.
Every event that touched this row - edits with the changed cells, comments, deletion and restore - newest first, keyset-paginated.
A row listing inlines the first 25 items of a relation or attachment cell so one row with a hundred links cannot make the page unbounded.
Runs the widget's saved query through the same render path a dashboard uses and returns at most 500 rows.
Import a flagbase export file (document), or an n8n automation or Activepieces flow (source), as a new draft.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Write up to 500 rows in one batch, keyed by field key.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Responses may be served from a cache up to 6 hours old: X-BankSync-Cache says hit, miss or bypass, and Age is the cached answer's age in seconds.
Approval gates, newest first: of one run, or those still waiting.
The automation's grants, newest first, a page at a time, revoked and expired ones included.
The choices a node's parameter offers at design time.
The node packages available in BankSync and how many node types each holds.
The automation's published revisions, newest first, a page at a time.
The run's step executions a page at a time - one per step, per pass, per loop iteration or branch - with status, items out, attempts, error and cost: automations:read is enough.
The automation's runs, newest first, a page at a time, with status and error type.
BankSync's automation templates - the Automations gallery's and those a table offers - each with what starts it and what each step does, the bindings it asks for, and whether.
The workspace's automations with their status and how many blocking findings their draft has.
List banks owned by the current workspace.
The workspace's dashboards: id, slug and name.
List enrichments.
List feeds owned by the current workspace.
Responses may be served from a cache up to 6 hours old: X-BankSync-Cache says hit, miss or bypass, and Age is the cached answer's age in seconds.
List integrations connected to the current workspace.
List jobs for a feed.
Returns orders in PENDING/PARTIALLY_FILLED/ACCEPTED/QUEUED/TRIGGERED status.
The key's user's support cases with BankSync and the cases raised about this workspace, most recently active first: subject, status, who BankSync is waiting on and when a reply.
The audit trail: who inserted, edited, deleted, restored or purged rows, which schema changes landed, and which feed sync wrote a batch - newest first, keyset-paginated.
Metadata for every file attached to one row.
The row's thread, oldest first and keyset-paginated.
Shared views plus the caller's own personal views, in sibling order.
Responses may be served from a cache up to 6 hours old: X-BankSync-Cache says hit, miss or bypass, and Age is the cached answer's age in seconds.
Date-range reads (from/to, and every read on providers without incremental sync) page with cursor.
The workspace's widgets: id, slug, name and shape.
Move a folder or an item into a folder (or to the top level), before a sibling or at the end.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Move a dashboard into a folder (folderId: null for the top level), optionally before another dashboard in that folder.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reorder a field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Operation-shaped (add / remove / set / reorder) rather than "here is the new list", because cardinality is enforced by the statement: a one-sided add that would create a second.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Hold a run where it is; nothing it did is undone.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Run the full enrichment pipeline (staged: memory fill, then rules, then alerts/observers) on up to 50 sample records without persisting anything.
Compile a formula (source) or a Lookup / Rollup / Count (preset) against the workspace schema WITHOUT saving it, and evaluate it against up to three real rows.
Publish the draft as an immutable revision and request its grant.
A repeated request may repeat the external action. Review the previous result before retrying a write.
The one "rows where ..." question.
Leave (on: true) or take back (on: false) a reaction of a kind the table admits.
A repeated request may repeat the external action. Review the previous result before retrying a write.
The workspace's folders and items with their places, names, icons, versions and status words, and your own stars.
Change the name, the icon, or both, that the library and the builder show; icon: null clears it.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Rename a folder or an item.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set the order dashboards are listed in: their IDs, in the new order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set the sibling order of the views the caller can see.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reply on a case, as the key's user.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set resolved to close (true) or reopen (false) the message's conversation without erasing it.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Bring an automation back from trash.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Bring a folder or an item back from trash, to its folder if that is still live.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Bring a table back from the trash, with its rows intact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Brings a deleted message back within the trash window.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Restore soft-deleted rows by id.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Carry on a paused run from the step it was held at.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Revoke a grant: the automation's runs are refused until a new one is approved.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Every node type a BankSync automation may use - triggers, banking, tables, flow, transforms, AI - 50 to a page, with when to use each.
Search the bank catalog.
Deprecated: use POST /v1/banks/brands/search (one row per bank, every way in).
Rows of the target table a link may point at, matched on primary text.
Point a declared binding at a resource of this workspace - a table, a view, a bank, a feed, a connection or another automation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set a config value the automation declares, for this workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
What this node gives instead of running, in a dry run and a step test: { "outputs": { "main": } }, or { "error": { ...
A repeated request may repeat the external action. Review the previous result before retrying a write.
Star or unstar an item for the key's user.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set a folder's or an item's icon, its colour, or both.
A repeated request may repeat the external action. Review the previous result before retrying a write.
The primary field names the row - it is what a relation chip and a picker show.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Start a run now, with optional inputs.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Run one step of the draft alone, in a dry run, in memory, on items (else what the step before it would hand it).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Immediately triggers the Memory enrichment learn phase for a feed, reading back destination records to update learned patterns.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a sync job and queues it for execution.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an enrichment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a feed.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Metadata only - name, icon, retention, default view, structure lock.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a field's label, kind, config, format, default or formula source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
A FIELD-SCOPED patch: each entry writes one cell, so two callers editing different cells of one row never clobber each other.
A repeated request may repeat the external action. Review the previous result before retrying a write.
A compare-and-set on expectedVersion: a stale token is a 409 VIEW_VERSION_CONFLICT.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a draft automation from a template in one call, with its bindings set (bindings: a bank, a feed or a table by ID) and what the template asks as triggerParams.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Every finding of the draft, or of a definition checked in its place against this automation's bindings and config (it is not saved), with its rule code, severity, node and path.
Returns the workspace, auth method, scopes, and plan for the authenticated credential.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in BankSync. A saved workflow is not a completed provider action.
